Credit Repair Cloud + Onfleet
Create Onfleet tasks for new Credit Repair Cloud clients
Efficiently manage your new clients in Credit Repair Cloud and never miss a task with this streamlined workflow. When a new client is added in Credit Repair Cloud, a task will be created in Onfleet, ensuring prompt and organized task allocation. Stay on top of your tasks and provide excellent service to your clients with this seamless automation.
Efficiently manage your new clients in Credit Repair Cloud and never miss a task with this streamlined workflow. When a new client is added in Credit Repair Cloud, a task will be created in Onfleet, ensuring prompt and organized task allocation. Stay on top of your tasks and provide excellent service to your clients with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a pickup or dropoff task.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
